Nuance Investments
Nuance Investments Mid Cap Value Strategy
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Nuance Investments for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Nuance Mid Cap Value (Net)
- YTD+10.1%index +17.6%
- 1Y+14.7%index +26.6%
- 3Y · /yr+7.5%index +16.5%
- 5Y · /yr+5.1%index +9.5%
- 10Y · /yr+9.0%index +10.6%
- Inception · /yr+12.1%index +12.5%
Index: Russell Midcap Value Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Nuance Investments Mid Cap Value Strategy | +10.1% | +14.7% | +7.5% | +5.1% | +9.0% | +12.1% |
| Russell Midcap Value Index | +17.6% | +26.6% | +16.5% | +9.5% | +10.6% | +12.5% |
Calendar years
- 2025+4.5%index +11.1%
- 2024+6.1%index +13.1%
- 2023+7.0%index +12.7%
- 2022−4.5%index −12.0%
- 2021+11.5%index +28.3%
- 2020+4.8%index +5.0%
- 2019+31.6%index +27.1%
- 2018−4.9%index −12.3%
- 2017+15.4%index +13.3%
- 2016+21.1%index +20.0%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We continue to believe these are attractive opportunities and we added to our position in QGEN this quarter.
Also held
Its investment theses
- Beiersdorf AGJun 2026Beiersdorf AG is viewed as an out-of-favor leader in adhesives and personal care with strong brands, net cash, share buybacks, transitory margin pressure, and a valuation below normalized earnings.
- Qiagen NVJun 2026Qiagen NV is a dominant life sciences and molecular diagnostics tools provider with transitory headwinds, durable tailwinds, takeover optionality, buybacks, and a discounted valuation.